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Financial Harvest, LLC

Portfolio Manager
Financial Harvest, LLC
Performance
+1.36% (2026 Q1)
AUM (13F)
$169.81M
# of Holdings
57
Performance Rank
Allocation (Top 20)
90.8%

Financial Harvest, LLC Holdings Map

Top 50 Financial Harvest, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAT
DIMENSIONAL ETF TRUST
18.67%507.6K$31.7M
+4.15%(+20.21K)
2025-Q1: 0 shares2025-Q2: 453.9K shares2025-Q3: 462.8K shares2025-Q4: 487.4K shares2026-Q1: 507.6K shares
$55.70(+18.20%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
15.59%681.1K$26.5M
+6.02%(+38.70K)
2025-Q1: 0 shares2025-Q2: 592.9K shares2025-Q3: 612.9K shares2025-Q4: 642.4K shares2026-Q1: 681.1K shares
$34.98(+23.55%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
11.62%500.4K$19.7M
+3.57%(+17.27K)
2025-Q1: 0 shares2025-Q2: 448.0K shares2025-Q3: 460.6K shares2025-Q4: 483.1K shares2026-Q1: 500.4K shares
$29.00(+45.84%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
8.36%386.1K$14.2M
+8.84%(+31.36K)
2025-Q1: 0 shares2025-Q2: 297.4K shares2025-Q3: 327.0K shares2025-Q4: 354.8K shares2026-Q1: 386.1K shares
$34.74(+14.86%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
7.54%360.6K$12.8M
+3.98%(+13.79K)
2025-Q1: 0 shares2025-Q2: 326.8K shares2025-Q3: 334.4K shares2025-Q4: 346.8K shares2026-Q1: 360.6K shares
$27.86(+36.69%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
4.99%174.9K$8.5M
-2.84%(-5.11K)
2025-Q1: 0 shares2025-Q2: 185.6K shares2025-Q3: 181.0K shares2025-Q4: 180.0K shares2026-Q1: 174.9K shares
$41.30(+27.42%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
4.49%220.6K$7.6M
+4.74%(+9.98K)
2025-Q1: 0 shares2025-Q2: 191.7K shares2025-Q3: 198.9K shares2025-Q4: 210.6K shares2026-Q1: 220.6K shares
$27.97(+44.50%)
2026-03-31
DFAR
DIMENSIONAL ETF TRUST
4.1%294.3K$7.0M
+9.13%(+24.63K)
2025-Q1: 0 shares2025-Q2: 223.5K shares2025-Q3: 240.6K shares2025-Q4: 269.6K shares2026-Q1: 294.3K shares
$24.11(+7.01%)
2026-03-31
DXUV
DIMENSIONAL ETF TRUST
2.59%74.0K$4.4M
+18.49%(+11.55K)
2025-Q1: 0 shares2025-Q2: 39.2K shares2025-Q3: 51.3K shares2025-Q4: 62.5K shares2026-Q1: 74.0K shares
$55.06(+17.59%)
2026-03-31
DUSB
DIMENSIONAL ETF TRUST
2.22%74.2K$3.8M
+36.85%(+19.98K)
2025-Q1: 0 shares2025-Q2: 51.3K shares2025-Q3: 59.6K shares2025-Q4: 54.2K shares2026-Q1: 74.2K shares
$50.69(+0.30%)
2026-03-31

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